ADDDF News and Press, Adidas AG From 07/11/22

Pay attention to earnings reports for clues to changing trends that could lead to new opportunities. The data generated by the economy is very ambiguous right now. This will produce more volatility. The Cash Management Discipline is helping members of the Dual Mind community to we...

LULU is my favourite athletic apparel company. LULU is gaining international exposure using its unique community-based retail model. The Power of Three Strategy has been accomplished ahead of schedule. LULU has a potential upside of 72% from the current price in a 6-12 month h...

The USD has been rising significantly. Puma gets almost 30% of its revenue from the U.S. but reports in euros. My price target for Puma is €74.31. For further details see: Puma, An Interesting European Stock

The athleisure brand gives a good mix of growth and value compared to rivals. This China issues appear to be priced in already. Direct-To-Consumer strategy is taking out costs. For further details see: All In On adidas

Skechers U.S.A., Inc. is the third largest sports shoe brand in the world that is in value territory now. Skechers has a 73% upside and has the potential to be a long-term growth compounder with its strong DTC and China expansion execution. With a strong value for money propositio...

Nike and adidas are the two biggest sportswear companies. Nike's scale is a big advantage, adidas doesn't even come close. adidas looks cheaper than Nike and has been a better growth story, but there is a reason for Nike's high valuation. Nike is better managed than adidas and...

I've heavily invested in adidas, continuing to push money to work as the company has dropped below the €200-mark for the native ticker. Some fear that something is wrong. In my view, this fear is unfounded and provably wrong. In this article, I'm updating my adidas thesis inclu...

Polen Capital is a high-conviction growth investment manager. We scour the globe in search of the highest quality, sustainable companies to invest in. Over the first quarter of 2022, the Polen International Growth Composite Portfolio returned -13.94% gross and -14.17% net of fees, res...

High inflationary environments are usually bad for companies because their costs tend to increase at a higher level than their products or services prices. This is not the case of companies that offer a product that competitors can't imitate. adidas is a company that offers an asy...

We are value investors. In constructing portfolios for our clients, we seek out companies that we believe are trading in the market at significant discounts to their underlying value. These businesses must offer significant profit potential and be run by managers who think and act as owne...